This basic version contains the following functionalities

Synchronize Zuora products with MS Dynamics 365:

• Creates/updates Zuora products in Dynamics 365.
• Creates/updates Zuora product rate plans in Dynamics 365.

Convert probability to subscription:

• Checks for Opportunity-products associated with Zuora product rate plans.
• Creates an account and contact person in Zuora, if it does not already exists.
• Creates a subscription in Zuora.
• Converts opportunity product information (quantity, unit price, manual discount) to subscription request, overriding the standard rate data.
• Start an ”Sync Account” process.

Convert quote to subscription:

• Similar to convert probability to subscription.

To process changes to subscriptions:

• Update cost quantities for ongoing subscriptions from Dynamics 365.
• Add or remove product rate plans from active subscriptions (up-sell/down-sell scenarios).

To manually sync account information:

• Creates/updates Zuora accounts in CRM.
• Creates/updates Zuora subscriptions in CRM
• Creates/updates financial transactions from Zuora in CRM.

(Re) send Zuora Invoice PDF:

• Send Zuora invoice PDF by email to the customer or another email adress.

General functionality:

• Supports custom field sync.

The corporate edition includes all of the before mentioned features of the Standard edition and adds the following:

A hosted Zuora to Dynamics 365 sync service

• An automated recurring overnight sync.
• Work services that detect Zuora changes to be synchronized with Dynamics 365.
• Multi-tenant Web Portal where Zuora customers can register for and manage the Zuora-CRM365 Sync service